Institutional Ownership Jp Morgan Exch Traded Fd Tr Sh (JSCP)
This table provides information about the institutional ownership of Jp Morgan Exch Traded Fd Tr Sh (JSCP). We have compiled data on the 103 institutions that hold shares in the stock, with a total of 12.8 Million shares, which have been reported (via 13F filing form) to have a value of $610 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,863,913
shares
|
$88.5 Million
0.61% of portfolio
|
Q2 2025
Added 48.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,739,036
shares
|
$82.6 Million
0.01% of portfolio
|
Q3 2025
Added 26.35%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
899,138
shares
|
$42.7 Million
0.29% of portfolio
|
Q3 2025
Reduced 19.12%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
844,131
shares
|
$40.1 Million
0.12% of portfolio
|
Q3 2025
Added 22.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
476,556
shares
|
$22.6 Million
0.03% of portfolio
|
Q3 2025
Added 96.38%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
449,839
shares
|
$21.4 Million
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
392,511
shares
|
$18.6 Million
0.72% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
371,733
shares
|
$17.6 Million
4.99% of portfolio
|
Q3 2025
Added 39.29%
|
|
|
5th Street Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
369,744
shares
|
$17.6 Million
8.76% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
325,087
shares
|
$15.4 Million
3.86% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
304,345
shares
|
$14.4 Million
3.36% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
272,513
shares
|
$12.9 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
271,990
shares
|
$12.9 Million
0.02% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
269,350
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
244,423
shares
|
$11.6 Million
1.43% of portfolio
|
Q3 2025
Added 2045.38%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
243,153
shares
|
$11.5 Million
2.21% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Oct 02, 2025 Q3 2025 |
223,025
shares
|
$10.6 Million
2.27% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
219,638
shares
|
$10.4 Million
0.0% of portfolio
|
Q3 2025
Added 77.08%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
217,013
shares
|
$10.3 Million
0.95% of portfolio
|
Q3 2025
Added 58.36%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
209,171
shares
|
$9.93 Million
0.04% of portfolio
|
Q3 2025
Added 25.43%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
164,368
shares
|
$7.8 Million
0.49% of portfolio
|
Q1 2025
Added 39.36%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
159,068
shares
|
$7.55 Million
0.39% of portfolio
|
Q3 2025
Reduced 15.27%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
141,715
shares
|
$6.73 Million
0.07% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
121,461
shares
|
$5.77 Million
0.37% of portfolio
|
Q3 2025
Added 167.11%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
114,120
shares
|
$5.42 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.21%
|
|